How big is Comunidades Latinas Unidas EN Servicio, Inc.'s plan?

Comunidades Latinas Unidas EN Servicio, Inc.'s plan reported $3.0M in assets and 145 participants for 2024.

Original filing (PDF)20251014174147NAL0003418513001

Comunidades Latinas Unidas EN Servicio, Inc.

Name: Comunidades Latinas Unidas EN Servicio, Inc. — Form 5500 Plan 002 (2024)
Creator: Comunidades Latinas Unidas EN Servicio, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas EN Servicio, Inc.

401(k) retirement plan · Comunidades Latinas Unidas EN Servicio, Inc.'s 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas EN Servicio, Inc. held $3.0M in plan assets for 145 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

Late participant contributions

Active participants

145

Accounts w/ balance

160

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Alejandro Munoz signed Comunidades Latinas Unidas EN Servicio, Inc.'s 2024 Form 5500 as plan administrator.

Alejandro Munoz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Comunidades Latinas Unidas EN Servicio, Inc.'s EIN is 41-1386986.

EIN 41-1386986

Plan number 002

Plan year 2024

ACK ID 20251014174147NAL0003418513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Comunidades Latinas Unidas EN Servicio, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Comunidades Latinas Unidas EN Servicio, Inc.'s plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 282K (64% of contributions).

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC.

EIN

all filings

Address

797 7TH ST E · SAINT PAUL, MN · 551065014

Phone

(651) 379-4215

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$810	—

Investments

43 direct securities · 1 pooled fund· $5.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$2.8M

28 holdings

Pooled Separate Account

$2.5M

1 holding

Common Collective Trusts

$121K

3 holdings

Mutual Funds

$75K

11 holdings

Cash / Money Market

$4K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$2.5M	82.5%
Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$594K	19.7%
Mutual of America Interest Accumulation	Other securities	—	—	$526K	17.5%
Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$287K	9.5%
Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$228K	7.6%
Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$211K	7.0%
Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$190K	6.3%
Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$157K	5.2%
DWS Capital Growth	Other securities	—	—	$112K	3.7%
T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$96K	3.2%
Mutual of America Aggressive Allocation	Other securities	—	—	$85K	2.8%
Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$69K	2.3%
Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$65K	2.2%
Mutual of America Mid-Cap Equity Index	Common Collective Trusts	—	—	$64K	2.1%
Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$63K	2.1%
Mutual of America Equity Index	Common Collective Trusts	—	—	$56K	1.8%
American Century VP Cap Apprec	Other securities	—	—	$42K	1.4%
Calvert Social Balanced Fund	Other securities	—	—	$33K	1.1%
Fidelity VIP Contrafund	Mutual Funds	—	—	$22K	0.7%
Vanguard VIF REIT Index Portfolio	Mutual Funds	—	—	$15K	0.5%
Vanguard VIF Diversified Value	Mutual Funds	—	—	$12K	0.4%
Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$11K	0.3%
Mutual of America Moderate Allocation	Other securities	—	—	$8K	0.3%
Vanguard VIF International	Mutual Funds	—	—	$8K	0.3%
Mutual of America Conservative Allocation	Other securities	—	—	$8K	0.3%
Mutual of America International	Other securities	—	—	$7K	0.2%
Fidelity VIP Mid-Cap	Mutual Funds	—	—	$7K	0.2%
Invesco V.I. Main Street	Mutual Funds	—	—	$5K	0.2%
Neuberger Berman AMT Sustainable Equity Portfolio	Other securities	—	—	$5K	0.2%
Mutual of America Money Market	Cash / Money Market	—	—	$4K	0.1%
Mutual of America Small-Cap Value	Other securities	—	—	$4K	0.1%
Mutual of America Retirement Income	Other securities	—	—	$3K	<0.1%
MoA Intermediate Bond Fund	Other securities	—	—	$3K	<0.1%
Vanguard Variable Insurance Fund Total Bond Market Index Portfolio	Mutual Funds	—	—	$3K	<0.1%
Delaware VIP Small Cap Value Series	Other securities	—	—	$2K	<0.1%
Mutual of America Bond	Other securities	—	—	$2K	<0.1%
Mutual of America Small-Cap Growth	Other securities	—	—	$1K	<0.1%
Mutual of America Small Cap Equity Index	Common Collective Trusts	—	—	$1K	<0.1%
Fidelity VIP Equity Income	Mutual Funds	—	—	$1K	<0.1%
PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$1K	<0.1%
Mutual of America All America	Other securities	—	—	$938	<0.1%
Mutual of America Mid-Cap Value	Other securities	—	—	$850	<0.1%
MFS VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$603	<0.1%
American Funds Insurance Series New World Fund	Mutual Funds	—	—	$593	<0.1%